|Construction Services/ Materials Market Industry|
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| ||Builders FirstSource is a supplier and manufacturer of structural and related building products for residential new construction in the U.S. Co. has operations principally in the southern and eastern U.S. with 68 distribution centers and 59 manufacturing facilities as of Dec 31 2006. Co. provides an integrated service to its customers that combines the manufacturing, supply, and installation of a range of structural and related building products. Co. groups its building products and services into five principal product categories: Prefabricated Components, Windows & Doors, Lumber & Lumber Sheet Goods, Millwork, and Other Building Products & Services.|
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Investing by Industry or Market Sector employs non-emotional, numbers driven, value-based industry, sector, and country rotation techniques, that, unlike conventional stock picking methods, focuses instead on identifying and capitalizing on theme movements in the well identified industries & market sectors.
Primarily, this active-asset methodology recognizes that advances in financial markets are defined by "themes", or led by asset classes, industries, and countries, with each advance distinguished by specific sector-driven themes. Employing a disciplined research and valuation process these "themes" are identified so that Portfolio's can be created and/or adjusted toward the most attractive sectors.